Link workbooks for live updates

Link workbooks for live updates in Microsoft Excel — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
Open it in the interactive atlas →

The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

+
Operations asked for live updates from the regional headcount workbook into our master model by…
Operations asked for live updates from the regional headcount workbook into our master model by Friday. Link the headcount workbook’s Total FTE and Average Salary cells into the master model so they refresh on open. Ensure links point to the file path on the shared drive, document the source workbook name and last modified timestamp on the model’s Data Sources sheet, and test that updates pull correctly when the source file is closed.

Improve — make it easier to accept

+
Before I hand this linked model to the planning managers, make the live links robust and easy to…
Before I hand this linked model to the planning managers, make the live links robust and easy to manage: surface the source file path and last modified time at the top of the Data Inputs sheet, highlight cells that are externally linked in light blue, add a single note explaining how to break links safely, and flag any links that point to personal folders or network paths that will change.

Decide — diagnose the stuck moment

+
I linked the master model to the regional headcount file and the model now shows a broken-link…

I added links and now the workbook opens with a broken-link warning.

I linked the master model to the regional headcount file and the model now shows a broken-link warning when opened on other team members’ machines. Marcus in IT says network paths vary. I’m worried managers will distrust the file if links keep breaking. What immediate changes will make these links reliable across the team, and how do I test them quickly before distribution?

Become — change the pattern

+
Whenever a source workbook migrates folders or a colleague renames files, my master models break…

Every time a linked source moves, I rebuild connections at the last minute.

Whenever a source workbook migrates folders or a colleague renames files, my master models break and I spend hours relinking before meetings. This damages my reputation for readiness. What naming, filing, and linking habits should I and the team adopt so links survive routine file moves, and what quick governance can prevent recurring breakages?

Next to this one

Other spreadsheet work people do in Microsoft Excel.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
Copyright © LLOS.ai · 2026 — original pedagogy, voice, and design — all rights reserved.

The rest of the map

Same library, five ways in.